Short answer
Open Case Management, tap the Care coordination settings button and go to Contact schedules. Add a schedule, such as one call a month and one face-to-face visit a quarter, and star it to use it for every client. A client or a group can use a different one. AveeCare opens a task as a contact comes due, closes it when someone logs one, and shows overdue clients under Contact due.
Step by step
- Open Case Management and tap the Care coordination settings button at the top right.
- Under Contact schedules, tap Add a contact schedule, or tap Use on one under Ready-made and hidden schedules.
- Add each requirement: what is required (Contact, Face-to-face, Plan review, Re-evaluation), how many, and every week, month, quarter or year.
- Under How it is counted, choose which kinds of contact count, such as a visit, meeting or video.
- Tap Use for every client to make it the default.
- For one client, open their Care Coordination tab and use Contact schedule to add a different one.
Good to know
- Supervisor visits count. A finished, GPS-verified visit by a supervisor meets a face-to-face requirement, so no one has to log it twice.
- Couldn't reach them counts as a try, not a contact, so the client stays due.
- Groups. A program group can carry its own schedule for every client in it.
- Reports. The Contact Schedule Compliance report shows who was on schedule each month.